Orientation

Data Collection

General Activities Data Processing

in Implementing a
Data Consolidation
CBMS
Community Validation

Preparation of LLDP

Dissemination
(Databanks)
CBMS APP Module 3

CBMS-Based Local Level Planning

& Budgeting

Training of Trainors

This work was carried out by the PEP-CBMS Network Coordinating Team of the Angelo King
Institute for Economic and Business Studies with the aid of a grant from the International
Development Research Centre (IDRC) and the Canadian International Development Agency.
Review of Planning &
Budgeting
Initial Observations

• On local development plans – if available most

are dated, particularly at the barangay level

• On scope of development planning – limited to

Local Development Fund (20% of IRA)

• On planning and budgeting processes – primary

method of identifying development issues is
direct consultations, data support spotty and
limited
Review of Planning &
Budgeting ?
Initial Observations

• On data generation for planning and budgeting –

no comprehensive data generation system; only
health sector has periodic monitoring

• On GRPB – in most cases there is a GAD budget

but no GAD Plan; planning and budgeting officers
are still confused over what should be charged in
the GAD Budget
NGA Initiatives on Local Planning &
Budgeting ?
DILG NEDA DBM DOF

RATIONALIZED PROVINCIAL / UPDATED BUDGET REVENUE

PLANNING LOCAL PLANNING & OPERATIONS ADMINIS-
SYSTEM EXPENDITURE MANUAL FOR TRATION
(RPS) MANAGEMENT LGUs (UBOM)
(PLPEM)

LOCAL GOVERNMENT UNITS

CBMS-based local-level
planning and budgeting
Why use CBMS data for local
planning and budgeting?
• Because we want poverty reduction to be an inherent bias
of local development plans.
• Because we want our plans to be need-based as well as
resource-based.

• Because we want our planning to involve focused-

targeting in terms of geographic areas as well as basic
sectors.
• Because we want to treat our local development plans as
policy- rather than- technical documents, which have
influence on project implementation.
Evidence-Based Planning
and Budgeting using
CBMS Data
Objectives
 General objective: Strategic
use of CBMS data to improve
the empirical basis of local
planning and budgeting

 Focus: improve empirical

basis of planning and
budgeting not procedural
matters
 Overview
The Planning Cycle
Evaluation Planning
1. Situation Analysis; Problem /
Development Issues
Identification
2. Vision, Goals, Objectives,
Strategic Directions
Resource
Monitoring
3. Strategies / Interventions Mobilization
4. Authorization / Legitimization
5. Implementation
Implementation
6. Monitoring and Evaluation
Planning Cycle and the CBMS
Situation Analysis; Identifying Development Issues /
Problems
 Stock-taking; where are we in comparison to our peers, x
years ago, and/or some planning standards?
 CBMS provide comprehensive data on economic,
demographic, social situation including structure of
household income sources, disaggregation by
socioeconomic status


 CBMS provide data for benchmarking enabling

comparisons:
 across (similar) areas,
 across time, and
 with planning standards
Planning Cycle and the CBMS
Vision, Goals, Objectives,
Strategic Direction
 Identifying development vision,
goals, objectives and direction
and translating these into
measurable indicators of progress
 CBMS provide data for
performance indicators; data for
targets and target setting
 Examples of development vision
and corresponding indicators:
 Poverty Alleviation; CBMS 13+1 core
indicators
 MDG; MDG Indicators
Planning Cycle and the CBMS
Strategies / Interventions
 Identifying and configuring program, projects
and activities (PPAs) including identification of
intended beneficiaries (number, demographic
composition, spatial location)

 CBMS data provides information that will guide

the configuring of PPA – identifying needed
components beyond the obvious direct
interventions needed – usefulness of
intervention frameworks
Planning Cycle and the CBMS
Authorization / Legitimization
 Before a plan can be implemented it has to be
authorized / legitimized by appropriate bodies
(e.g. by the barangay assembly for a barangay;
respective sanggunian for municipality/province)

 CBMS provide same data set used for plan

preparation for plan review
 Common data set facilitate authorization
 Review can now go beyond compliance to statutory
requirements into assessment of development issues
and the structure and configuration of PPAs
Planning Cycle and the CBMS
Implementation
 Implementation involves programming /
prioritization and budgeting the PPAs

 CBMS provide detailed data for

programming / prioritization and budgeting
Planning Cycle and the CBMS
Monitoring and Evaluation (M&E)
 M&E is about determining if an LGU is
moving towards achieving stated
goals and identifying what
intervention works and what does not
work

 CBMS provides baseline / post-

intervention data (when there are
several rounds of CBMS surveys) for
monitoring and evaluation
 Producing a
Prov/Mun/City/Brgy Development
Plan & Budget
Through a
Participatory Writeshop
What is a Writeshop?

A writeshop is a very intensive process

aimed at bringing together a range of
relevant stakeholders to produce a
publication in a very short time.

The objective is to develop the materials,

revise and put them into final form as
quickly as possible.
Advantages

 The writeshop brings together different

groups to develop and produce a common
set of materials.

 The process enables comments and

revisions from other participants.

 Materials can be produced in a very short

time.
 Before
Preparation
Data collection,
processing,
digitizing, etc.

The
Mini-Writeshop

Writeshop
Sessions
Sharing of Learning

Writeshop Presentation of Draft SEP & BDP

Critiquing

Process Encoding of Output

Final Revisions

After Print
Distribute

Evaluate
Writeshop Mechanics
 There will be 11 mini-writeshop sessions.
 There will be a sharing of learning experiences
after every writing session.
 A workbook will guide your way through the writing
process.
 General guidelines and tips for writing every
section of the SEP shall be discussed before every
writing session.
 Submission: Draft Prov/Mun/City/Brgy.
Development Plans & Budgets shall be submitted
before the end of the 3-day writeshop.
Resources/Tools
 LLDP Writeshop Workbook
 The LLDP Writeshop
Workbook is especially
designed to facilitate the
writing process.
 It is composed of 11
sections containing
instructions and a set of
guide questions to help
you structure and organize
your description of your
barangay’s welfare
conditions.
Resources/Tools
 LLDP Template
 The LLDP Template is
also available so that
you can encode your
outputs and have a print-
ready document at the
end of the writeshop.
 By using this format,
you can focus your
concentration on the
content of the
document and leave
the formatting up to the
template.
 Resources/Tools

• The budget workbook

 Linked worksheets of
income, expenditure and
budget for AIP projects
 AIP projects
 Unit costing
 Beneficiary accounting by
gender
 Can automatically fill-up
forms from Budget
Operations Manual for
Barangays (BOMB) (2006)